ALL SERVICES
Taxes | Extensive Bookkeeping | Financial Reports & Analysis
Consulting / Research / & Other Accountant Services
A free consultation is offered to all clients. It is a general introduction to my accountant practice and to your bookkeeping, accounting, and tax return needs—usually by telephone or email communications. However, it is not meant for professional advice.
AGREEMENT / ENGAGEMENT /
CONTRACT
for all accountant services
EFFORTLESS TO START
A standard Accountant-Client Agreement is signed by each client and me. It indicates agreed upon terms, fees, and a general description of accounting services offered. After it is signed, each client provides view only access to their bank statements or .pdf copies and other bookkeeping, accounting and tax information as needed. For the standard agreement, please complete the form below and click “SUBMIT.” I will send you an Accountant-Client Agreement to review, sign and email back to me. Thank you.
Complete the form
BOOKKEEPING
EXTENSIVE BOOKKEEPING
I use the #1 QuickBooks Online, MS-Excel spreadsheet analysis, and custom tax software. I work from my home office which affords you ideal pricing. Your work is never delegated to others or outsourced. With expertise, your projects and tasks are accomplished accurately and expediently.
I offer an integration of accountant services. I’m seeking new clients especially for ongoing bookkeeping. Bookkeeping is essential and the basis for successful business evaluation and decision-making. It is also required for annual tax returns.
Bookkeeping analyzes and records your financial transactions from your bank accounts. I provide you with easy-to-understand reports to give you a clear picture of your finances on a regular basis:
A Profit & Loss report will show you:
a. Your TOTAL “GROSS” INCOME,
minus
b. your TOTAL business (tax deductible) EXPENSES,
which equals
c. your TOTAL ”NET” profit or “NET” loss.
This amount, together with your “standard” or “itemized” deductions, plus other miscellaneous deductions and credits, is your taxable income.
A Balance Sheet report will show you:
a. Your TOTAL ASSETS (what you own, such as cash in the bank or your home) and
b. Your TOTAL LIABILITIES (what you owe, such as a mortgage or loan).
c. Your TOTAL ASSETS,
minus
Your TOTAL LIABILITIES,
equals your TOTAL “NET” CAPITAL. In other words, your total wealth, financial security, and stability is determined after evaluating what you own and what you owe.
My bookkeeping discount rate is $45 per hour. If you have numerous bank transactions each month, your bookkeeping discount rate is decreased further to $40 per hour. I can personally provide you with top qualifications and outstanding bookkeeping that exceeds the education and training of a bookkeeper.
TAX CONSULTING, PREPARATION,
&
RETURNS
Tax Returns are computerized and electronic filing [eFiling] is available for expedient processing. Your IRS federal and individual state tax return take altogether about 2 hours to complete. Actual time will depend on the amount of information you have to process. I invoice by actual time, hourly, and prorate by the ¼ hour. There is no minimum. You may email me your tax information in advance to receive an accurate written estimate before proceeding.
Scroll down to view the tax return applicable to you:
Standard deduction.
$125 per hour. A 25%+ discount lowers your professional fee to $90 per hour.
Extensive tax returns and multiple tax schedules.
Sole proprietors, independent contractors, entrepreneurs, self-employed businesses, or single-member LLCs.
$150 per hour. A 25%+ discount lowers your professional fee to $110 per hour.
Multi–member partnerships and multi-member LLCs.
$165 per hour. A 25%+ discount lowers your professional fee to $120 per hour.
Corporations.
”C” or ”S” corporations; and
nonprofit 501(c) organizations.
$175 per hour. A 25%+ discount lowers your professional fee to $130 per hour.
Estates and inheritance.
Final tax returns filed and any applicable taxes owed.
$175 per hour. A 25%+ discount lowers your professional fee to $130 per hour.
Prior–year and amended tax returns.
Pricing and discounts are the same as above.
CLIENT
CONSULTING
&
RESEARCH
Review of your accounting records; research of specialized and tax topics; calls/emails/texts when ¼ hour or more is accrued in a month:
$50 per hour. A 20% discount lowers your professional fee to $40 per hour.
EXTENSIVE,
IN-DEPTH,
&
ANALYSIS
REPORTS
Included, but not limited to:
- Balance sheet reports.
- Payroll processing.
- Profit & loss reports.
- Sales tax processing.
- Spreadsheet analysis reports.
$65 per hour. A 30%+ discount lowers your professional fee to $45 per hour.
INDIVIDUAL RETIREMENT ACCOUNTS
(IRAs)
IRA, ROTH, 401K, SIMPLE, SEP contribution tax deductible plans for tax savings are available.
PAYMENT METHODS
Payment by personal check, Venmo app, PayPal, and Zelle services. PayPal and Venmo offer debit and credit card payment processing.
Please let me know any additional needs you may have for your accounting and finances. I look forward to fulfill your accounting requirements, deadlines, and goals!
Gary Alan
Accountant
Thank you for choosing Gary Alan Accountant for the comprehensive care of your finances! – G.A.
RECOMMENDATIONS
HONESTY INTEGRITY
Gary is dedicated to his work with unswerving diligence. Gary is a highly innovative accountant, whose creative solutions make tax filing go smoothly. His work is impeccable and he has earned my trust.
Gary has been an outstanding accountant and tax advisor: he is extremely competent and professional, yet helpful and a pleasure to interact with.